OMEGA HEALTHCARE INVESTORS INVESTOR PRESENTATION • This presentation may include projections and other "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements relate to future events and expectations and involve unknown risks and uncertainties. Omega's actual results or actions may differ materially from those projected in the forward-looking statements. For a summary of the specific risk factors that could cause results to differ materially f ...

Company Overview - ELS operates a high-quality portfolio of manufactured home communities, RV resorts, campgrounds, and marinas in North America[5, 9] - The company has achieved a total return of 6,866% since its IPO, significantly outperforming the S&P 500 (1,895%) and Dow Jones Equity All REIT Index (1,514%)[6, 43] - ELS boasts an enterprise value of $17.3 billion and owns 451 properties across 35 states and 1 Canadian province, comprising 172,465 sites[6] Financial Performance - The company's core annual revenue reached $1.3 billion in 2023[10] - ELS has a strong NFFO/Share CAGR of 8.6% from 2006 to 2023 and a dividend/share CAGR of 21% over the same period[10] - The annualized dividend per common share is $1.91 for 2024[10] Portfolio Performance - Core MH base rental income growth for January QTD is 6.6%, with a core occupancy of 94.8% as of January 31, 2024[22] - Core RV Resort and Marina base rental income growth for January QTD is 4.1%, with annual base rental income growth of 6.6%[22] - Normalized FFO per Common Share was $2.75, 4.7% higher than the year ended December 31, 2022[22] Capital Structure - The company's debt to enterprise value is 20.5%, with a total debt to Adjusted EBITDAre ratio of 5.3x[10, 179] - ELS has a weighted average interest rate of 3.7% and an average term to maturity of 9 years[10, 177] - 18% of the company's debt is fully amortizing[10]

Key Takeaways O has outperformed peers and benchmarks in 2025, fueled by resilient income and dividend growth. Realty Income invested $1.37B in Q1 2025 and targets $4B for the year across the United States and Europe. O maintains 98.5% occupancy and a 5.63% dividend yield, backed by a stable, non-discretionary tenant base.Realty Income’s (O) solid 9.3% year-to-date (YTD) return has left many investors questioning whether the REIT remains attractively valued or if a better entry opportunity lies ahead. O s ...

Group 1 - The article invites active investors to join a free trial and engage in discussions with sophisticated traders and investors [1] Group 2 - There are no disclosed stock, option, or derivative positions in any mentioned companies, and no plans to initiate such positions within the next 72 hours [2] - The article expresses the author's own opinions and is not receiving compensation from any company mentioned [2] Group 3 - Past performance is not indicative of future results, and no specific investment recommendations are provided [3] - The views expressed may not reflect those of Seeking Alpha as a whole, and the analysts may not be licensed or certified [3]

Core Insights - Terreno Realty (TRNO) has acquired an industrial property in Santa Ana, CA, for approximately $49.5 million, with a stabilized cap rate of 5.7% [1][9] - The company is actively restructuring its portfolio by selling non-core assets and focusing on value-accretive investments to support long-term revenue growth [2][4] Property Details - The newly acquired property at 3500 West MacArthur Boulevard includes a 134,000 square foot industrial distribution building on 12.1 acres, fully leased to a major home improvement retailer [3][9] - The property features seven dock-high and three grade-level loading positions, strategically located near I-405 in Orange County, enhancing its attractiveness to potential tenants [3][9] Portfolio Strategy - TRNO employs a disciplined capital-recycling strategy, having recently sold two properties for a total of approximately $114.5 million and acquired another industrial property in Los Angeles for around $10 million [4] - As of May 6, 2025, TRNO has acquisitions worth about $49 million under contract and nearly $75.8 million under letters of intent, indicating ongoing expansion efforts [4] Market Positioning - The company is well-positioned to enhance its portfolio across six major coastal U.S. markets, including New York City/Northern New Jersey, Los Angeles, Miami, San Francisco Bay Area, Seattle, and Washington, D.C., which show strong demographic trends and demand for industrial real estate [5] - Despite the positive positioning, macroeconomic uncertainties and tariff issues are noted as potential concerns for the industry [5] Stock Performance - TRNO shares have increased by 5.5% over the past month, outperforming the industry average increase of 2.2% [6]

I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...

Core Viewpoint - American Tower Corporation (NYSE: AMT) is rated as a Hold for investors focused on capital appreciation in the real estate investment trusts (REITs) sector, as it plays a crucial role in leasing towers that connect devices to the internet, which are essential for modern life [1] Company Overview - American Tower Corporation leases communication towers that facilitate connectivity for devices such as smartphones, highlighting its importance in the telecommunications infrastructure [1] Investment Considerations - The company is positioned within the REITs sector, appealing to investors looking for capital appreciation opportunities [1]

Core Insights - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Investment Strategy - The strategy emphasizes compounding dividend income and growth [1] - Monthly dividend income is a key component of the investment approach [1] Personal Position - The individual has a beneficial long position in ABR shares, indicating confidence in the stock [1]

I often talk with family & friends about the idea of owning REITs ( XLRE ) but they always scoff at the idea. Instead, most talk about owning physical rental properties, thinking this is the only way to generate cash flow.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their o ...

Group 1 - iREIT® on Alpha provides in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers, with a tracker covering over 250 tickers [1] - The investing group iREIT®+HOYA Capital, led by Brad Thomas and HOYA Capital, focuses on income-oriented alternatives and has a team of analysts with over 100 years of combined experience [1] - Brad Thomas has over 30 years of experience in real estate investing, having been involved in over $1 billion in commercial real estate transactions [2]